Skip to content
Log inSign up
Templates
Create or update client in Moxo when new matter is initiated in Clio

Create or update client in Moxo when new matter is initiated in Clio

Create or update client information in Moxo whenever a new matter is initiated in Clio. This ensures accurate client records, improving communication and enhancing your legal practice's efficiency.

Zap details:

Overview

Create or update client information in Moxo whenever a new matter is initiated in Clio. This ensures accurate client records, improving communication and enhancing your legal practice's efficiency.

Create or update client in Moxo when new matter is initiated in Clio